Adding a Task
There are numerous ways to get to the Setup a Task screen. Let's look at the options:
Option 1: From the Events List:
- Open the Calendar or Relationship Management Module and select the person or organization for whom you want to set up a task.
- Click on the Events tool under the Scheduling drop down menu in the ribbon at the top of the screen.
- Click on the Add Task tool in the toolbar.
Option 2: From the Calendar:
- Open the Calendar or Relationship Management Module and select the person or organization for whom you want to set up a task.
- Click on the Calendar tool under the Scheduling drop down menu in the ribbon at the top of the screen to display the Calendar.
- Click on a day in the calendar to select it.
- Right click on the day to show the context menu and select "Add new Task", or choose the same option under the Add drop down on the toolbar above the calendar.
Finish setting up the Task:
- In the Setup a Task screen, enter the basic information for the task to be created.
The type of task: Select the Category for the task from the list that was created in User Defined. You can add brief Extra Information if you wish.
When this task should be done: Enter the date for the task, the time of day and length of the task. NOTE: Although a task has a time, it does not book time away or create conflicts with other events.
Who is this task being completed for: Enter the name of the person or organization for whom this task is being created. You may also select an address for this task.
Who should complete this task: Add the name of the person(s) who should complete this task (normally this would be an Office Staff person).
Additional Information: You may also attach a Note or a Notice to a task.
- Click Save.